An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more
Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, ‘AI eats the world’.
Benedict Evans
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@benedictevans
Benedict Evans
on threads
Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, ‘AI eat the world’. More questions than answers, but such interesting questions. https://www.ben-evans.com/...
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@bogmoroz
Bogdan
on threads
I was lucky to catch this in person at @slushhq yesterday—packed with great insights, as always!
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@petemarcus
Pete Marcus
on threads
From a comms perspective, I wonder if this slide from @benedictevans' presentation is the most important? The business model for the past 20 years of the consumer internet is changing, and the comms approach will need to as well...
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@glinden.bsky.social
Greg Linden
on bluesky
I think the biggest question is whether smaller, cheaper LLMs are good enough for almost all valuable use cases. Unless many need the expensive huge models to do something a lot of people find very valuable, a lot of business models are going to collapse. This talk dances aroun…
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@cuthrell.com
Jay Cuthrell
on bluesky
The analogous reference infinite interns i.e. Abundant Interns (AI) works on several levels. “Free” internships give way to paid internships — and companies that succeed with interns typically have invested in structure, planning, mentorship, and integration.
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@coolshannes
Hannes Cools
on x
Highly recommended 🧐 Every year, @benedictevans produces a presentation exploring macro and strategic trends in the tech industry. For 2025, his presentation is titled ‘AI eats the world’. More questions than answers, but such interesting questions! 👇 https://www.ben-evans.com/..…
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@_ram_
Ram Parameswaran
on x
A classic slide from @benedictevans https://www.ben-evans.com/... [image]
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@stevesi
Steven Sinofsky
on x
Benedict Evans puts together a yearly slide deck looking broadly at the industry while diving in with specific numbers and a lot of charts (90 slides). It is always a gem. via @benedictevans This year is about AI (of course). It is super. https://www.ben-evans.com/... [image]
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@nikmilanovic
Nik
on x
The whole @benedictevans gen AI writeup is interesting, but I liked this chart in particular. https://www.ben-evans.com/... We're very much still in the bolt-on era. Reminds me of this article: “Why didn't electricity immediately change manufacturing?” https://www.bbc.com/... [im…